14
Jan
Special Needs Financial Planning
Description
Financial planning when you have a child with a disability can feel overwhelming. Where do you start? How do you plan for your own needs as you age, as well as for your child when you are no longer able to care for them?
In this informative presentation, Deb Purcell, CFP® a Chartered Special Needs Consultant®, breaks the process down into manageable pieces so that you can create a plan at your pace, and update it as needed.
Information will include:
- Charting your planning timeline
- Assessing your situation
- Building your team
- Understanding Funding Options
Date and Time
Thu, Jan 14, 2021
6:30p - 7:30p EST